Estimated portfolio Estimated

This is a model, not an account statement.

Members disclose a dollar range per trade, never share counts or balances. Every share, value, weight and return below is derived: shares = range midpoint ÷ closing price on the trade date; positions are floored at zero; cash and dividends are not modelled. Compare against SPY using identical cash flows. As of Sep 23, 2026.

Est. portfolio value

Estimated

$930,152

6 positions

Invested (cum.)

Estimated

$800,050

Sum of buy midpoints

Realized (cum.)

Estimated

Modelled sell proceeds

Return vs SPY

Estimated

+16.3%

SPY with identical cash flows: +53.7%

Return index Estimated

100 = each disclosed dollar is worth a dollar (value + realized) ÷ invested

Portfolio (estimated)
SPY with identical cash flows

Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated

Holdings Estimated

6 positions · sorted by est. value

Estimated holdings
							Sector	Buys / sells	Latest close
JNJJohnson & Johnson	753.9	$202,935	21.8%	$128,008	$74,927(+58.5%)	Jun 9, 2026	Healthcare	16 / 0	$269.17Sep 23, 2026
KOThe Coca-Cola Company	2,098.7	$184,871	19.9%	$136,009	$48,862(+35.9%)	Jul 1, 2026	Consumer Defensive	17 / 0	$88.09Sep 23, 2026
IBMInternational Business Machines Corporation	771.7	$179,610	19.3%	$136,009	$43,602(+32.1%)	Jun 10, 2026	Technology	17 / 0	$232.76Sep 23, 2026
PGThe Procter & Gamble Company	830.2	$122,358	13.2%	$128,008	-$5,650(-4.4%)	Aug 17, 2026	Consumer Defensive	16 / 0	$147.39Sep 23, 2026
HDThe Home Depot, Inc.	410.9	$121,912	13.1%	$136,009	-$14,097(-10.4%)	Jun 18, 2026	Consumer Cyclical	17 / 0	$296.72Sep 23, 2026
PPGPPG Industries, Inc.	1,105.1	$118,466	12.7%	$136,009	-$17,542(-12.9%)	Jun 12, 2026	Basic Materials	17 / 0	$107.20Sep 23, 2026

Unrealized = est. value − est. cost basis (cost basis reduced pro-rata on modelled sells). Latest close from the price provider; may lag.

Sector allocation Estimated

Consumer Defensive
33.0%
$307.2K
Healthcare
21.8%
$202.9K
Technology
19.3%
$179.6K
Consumer Cyclical
13.1%
$121.9K
Basic Materials
12.7%
$118.5K

Excluded from the model

100 disclosed rows in total; 100 rows modelled.
0 rows had no published ticker (match confidence below the publish threshold).
0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
0 rows had no closing price within the lookup window of the trade date.
0 rows were an exchange or an unknown transaction type.
0 sells had no modelled shares to sell ($0 of proceeds not modelled; positions are floored at zero).

Excluded rows still appear in the trade list with their official values; only the portfolio model skips them.

How this is calculatedmodel parameters · click to expand

Shares formula: amount_mid / close(tx_date)
Return index: 100 * (value + realized) / invested
Benchmark: SPY
Portfolio start date: 2020-01-01
Price provider: yfinance
Price lookup window (days): 5
Ticker publish threshold: 0.9
Positions floored at zero: Yes
Cash modelled: No
Dividends modelled: No

Full method, tiers of ticker matching, and the review queue are documented on the methodology page.

Independent third-party platform; not affiliated with or endorsed by any member of Congress. Data sourced from publicly available filings and records. Portfolio, holdings, returns, and allocations are estimates and may differ from actual values. Informational and educational only; not investment advice.